Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Jim Handy of Objective Analysis has over 35 years in the electronics industry including 20 years as a leading semiconductor and SSD industry analyst. Early in his career he held marketing and design positions at leading semiconductor suppliers including Intel, National Semiconductor, and Infineon. A frequent presenter at trade shows, Mr. Handy is known for his technical depth, accurate forecasts, widespread industry presence and volume of publication. He has written hundreds of market reports, articles for trade journals, and white papers, and is frequently interviewed and quoted in the electronics trade press and other media.  He posts blogs at www.TheMemoryGuy.com, and www.TheSSDguy.com.

Semiconductors, Memory and SSDs Specialist

What Do Detailed 2024 Semi Stats Tell Us?

Micron 2QF25 Earnings Call Positive, But Tread with Caution

EQD | DeepSeek's New AI: Price Supports and Broader Implications for META, NVDA, S&P 500, Nasdaq 100

Semiconductors - Thematic Investing and Megatrends: Views on DeepSeek

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

Brunei Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>A new AI platform named DeepSeek threatens today's Large Language Model status quo</li>
<li>Certain chip companies have become over-dependent on AI, including Nvidia, Samsung, SK hynix, and Micron, and their stock has tumbled</li>
<li>It's too early to tell what will occur over the long term</li>
</ul>


A new AI platform named DeepSeek threatens today's Large Language Model status quo
Certain chip companies have become over-dependent on AI, including Nvidia, Samsung, SK hynix, and Micron, and their stock has tumbled
It's too early to tell what will occur over the long term


Semiconductors and Semiconductor Equipment

Semiconductor's Over-Dependency on AI